CAMBRIDGE FINANCIAL Overview

Cambridge Financial Group Inc. is an investment advisor that manages 229.2 MM dollars in regulatory AUM and has 7 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/05 to 09/30/16. The fund's latest filing disclosed 163MM in positions, representing 71% of the manager's regulatory AUM.

CAMBRIDGE FINANCIAL StockAlpha

+0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAMBRIDGE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NVDA 4.72% Tech 34.21% 1.52% 0 20%
JWN 4.38% Cons. Disc. 17.85% 0.54% 0 8%
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FEATURED IN
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CAMBRIDGE FINANCIAL Founders and Key Employees

Name Title In Position Since
Gregory J. Bauer Chairman, Treasurer, Director, Chief Compliance Officer January-1986
Earl V. Newsome President, Secretary, Director October-1991
Robert A. Mclaughlin Executive Vice President July-1996

CAMBRIDGE FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

CAMBRIDGE FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.

 The Core Equity Investment Strategy.

The Core Equity investment process utilizes quantitative disciplines developed by Greg Bauer. The CFG Core Equity portfolio consists of 30 stocks, 20 of which are selected on price momentum; the remaining 10 are selected based on relative value. Momentum positions are evaluated monthly and value positions are evaluated annually. Ten of the momentum stocks are selected from the S&P 500. This is referred to as the S&P 500 Momentum portion of the portfolio. The remaining 10 momentum stocks and the value stocks are selected from the Cambridge Financial Group Index (CFGI), which is a subset of the S&P 500. The value portion of the portfolio is also selected from the CFGI.

The process Cambridge utilizes identifies emerging market leaders and provides a mechanism to select those stocks exhibiting superior relative performance versus the index. Concur...
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CAMBRIDGE FINANCIAL Portfolio Concentration

CAMBRIDGE FINANCIAL Location

4100 HORIZONS DRIVE, SUITE 200
COLUMBUS, Ohio
UNITED STATES, 43220

CAMBRIDGE FINANCIAL Contact Information

Phone Number: 614-457-1530
Fax Number: 614-457-1931
Website:

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